BFTUX Mutual Fund
BFTUX Mutual Fund
NAV$75.82
AUM$22M
TER0.75%
Holdings27
See how much of BFTUX you already own
BFTUX Mutual Fund
NAV$75.82
Baron Fifth Avenue Growth Fund R6 Shares
AUM$22M
TER0.75%
Holdings27
See how much of BFTUX you already own
BFTUX Mutual Fund Overlap Analysis
BFTUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
BFTUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, BFTUX may share significant positions with broad-market funds.
BFTUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. BFTUX tax-loss harvesting finds highly correlated but non-identical funds.